Wealth Management Advisor

Park National Corporation; Asheville (NC); On-site; USD 64,000 - 98,000; Full time

Job summary

Park National Corporation is seeking a Wealth Management Advisor I or II based on experience to administer trusts, estates, IRAs, and retirement accounts while providing expert financial guidance to clients.

Responsibilities include cultivating client relationships, cross-selling bank services, and ensuring IRS/Trust Code compliance. A business degree and 2–4 years of related work experience are required. Office hours are standard business times with potential flexibility.

Qualifications

• Bachelor's degree in business or equivalent required.
• 2-4 years related work experience required.

Responsibilities

• Administer trust accounts including personal trusts and estates, custodial and managing agency accounts, IRAs, retirement plans, and related depositories.
• Identify opportunities to grow existing relationships and cross-sell other bank services.
• Ensure compliance with IRS Code, state Trust Code, and audit requirements; follow all policies and procedures.
• Collect and analyze customer information to determine suitable financial products and advise on pros/cons.

Skills

Interpersonal skills

Customer service

Written communication

Verbal communication

Adaptability

Attention to detail

Time management

Team player

Education

Bachelor's degree in business

2-4 years related work experience

Job description

Description

***Sponsorship not available for role.

Open to Wealth Management Advisor I or II based on level of experience.

RESPONSIBILITIES

• Administer assigned trust accounts including personal trusts and estates (with non-complex attributes), custodial and managing agency accounts, escrow accounts, IRA's, custodial depositories, retirement plans, etc.


• Identify opportunities to grow existing relationships and develop new business including responsibility for cross-selling other bank services


• Ensure compliance with IRS Code, applicable state Trust Code, and audit requirements by adhering to all policies and procedures


• Collect and analyze customer information to determine proper financial products and advise on advantages and disadvantages of different financial products


• Respond in a timely manner to trust related and banking issues


• Coordinate and organize workflow, establish project schedules, review client accounts, and determine timeline of special projects


• Assist in facilitating (developing content, scheduling, etc.) internal education programs regarding trust product and services


• Participate individually in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks


• Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks


• Deliver a consistent, high level of service within our Serving More standards


• Other duties as assigned

COMPETENCIES

• Interpersonal/Customer Service Skills


• Written and Verbal Communication


• Ability to understand and follow directions


• Adaptable to change


• Basic Computer Skills


• Organizational Skills/Detail Oriented


• Able to Multi-Task or Juggle Priorities


• Ability to build collaborative relationships


• Ability to work as part of a team

EDUCATION - CERTIFICATIONS - WORK EXPERIENCE

Bachelor's degree in business or equivalent combination of education and work experience required

2-4 years related work experience required

SCHEDULE

Typical office hours are Monday through Friday 8am to 5pm. This position is exempt and full-time. A minimum 40 hours is required per week.

A flexible work arrangement may be available for this position. Please speak to the hiring manager for more information.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.